A Partner represents an external organization that collaborates with your site, such as a client, vendor, agency, or supplier. Each Partner provides an isolated, secure container for the users and automated accounts belonging to that organization. All activity for those users is confined to the Partner's assigned root folder, so each organization can only view and manage its own data.

You can think of a Partner as a guest suite within your site. Each Partner has its own set of keys, its own front door, and its own space. The Partner's users can work freely within that space, but cannot see or access anything outside of it. Every external organization gets a dedicated, self-contained environment for secure collaboration.

Partners extend access to external entities while maintaining strict separation between them and your internal users. Site Administrators can delegate limited user management to designated Partner Admins, giving those organizations the ability to manage their own users, credentials, and encryption keys without exposing the broader site. Site Admins do not have to handle individual account provisioning, password resets, or permission updates for external users.

Site Administrators can also delegate further within their Partners, empowering multiple Partner Admins to share responsibility for managing access and credentials. Collaboration scales without adding workload for your internal teams.

Partners enable delegated administration within strict boundaries, and they cover both human users and automated system accounts belonging to the same external entity. You can give your counterparties self-service user administration without the risks of shared logins or inconsistent 2FA enforcement.

Because there is only one set of permissions to manage for each Partner, you can onboard new trading partners quickly and add new users without rebuilding configuration each time.

Each Partner can have a designated Responsible Party, which is an internal user or group that represents the owner of the relationship within your organization.

Partners and Workspaces

Every Partner belongs to a Workspace. On sites that use only the Default Workspace, all Partners are part of that Workspace. When Custom Workspaces are in use, each Partner belongs to the Workspace where it was created and is managed by that Workspace's Administrators.

This model lets each team or business unit manage its own external relationships independently. A Workspace Administrator has the same Partner management capabilities as a Site Administrator, scoped to their Workspace: creating Partners, configuring root folders and permissions, managing Partner Admins and their settings, and onboarding and offboarding Partner users. Workspace Administrators cannot manage Partners in other Workspaces.

Partner users within a Workspace are confined to the Partner's root folder, which must sit within the Workspace root. They cannot access folders in other Workspaces or on the main site.